---
title: Gift Card Use Case
description: Use PDF Butler to generate a Gift card according to your requirements. You can customize your gift cards by adding Barcodes, Links and any other text from the Salesforce fields, personalized message, pictures and so on. You can send these…
url: "https://pdfbutler.com/academy/pdf-butler-academy/pdf-butler-example-use-cases/gift-card-use-case/"
updated: "2025-07-10"
category: PDF BUTLER Example Use Cases
---

# Gift Card Use Case

Use PDF Butler to generate a Gift card according to your requirements. You can customize your gift cards by adding Barcodes, Links and any other text from the Salesforce fields, personalized message, pictures and so on.

You can send these Gift Cards via email by creating a PDF Butler pack and Actionable records. Detailed explanation is given below and also in the video.

[Gift Card Use Case Video](https://www.youtube.com/embed/df1uHzI9SRc)

###### Example

Let's say you have an object called Gift Card in your org which has below fields and you can generate a nice Gift Card by using these field information.

![Gift Card pic1](https://pdfbutler.com/wp-content/uploads/2025/07/Gift-Card-pic1.png)

1. Create a Doc Config of type Main Word Document and open PDF Butler. Upload [this](https://pdfbutler.com/wp-content/uploads/2025/07/pdfbutler_Gift-Card_main.docx) template to the Doc Config.
2. Create a SOQL Single sObject Datasource to fetch the above Gift Card record with all the fields.
    ![Gift Card pic2](https://pdfbutler.com/wp-content/uploads/2025/07/Gift-Card-pic2.png)
3. Open PDF Butler from Doc Config. Add DataSource and Create Config types for all the merge fields that are present in the template document. Make sure to create a Barcode Config type for Barcode field. Watch the above video for more detailed understanding.
4. You can send the gift card via email. Create a pack record for the above Doc Config as shown below.
    ![Gift Card pic3](https://pdfbutler.com/wp-content/uploads/2025/07/Gift-Card-pic3.png)
5. Create an Actionable record to the above pack record as shown below. In this example "SendCustomLetterGiftCardFunky" is an Email template used. You can create your own Email template and add the unique name of that template here.
    ![Gift Card pic4](https://pdfbutler.com/wp-content/uploads/2025/07/Gift-Card-pic4.png)
6. Edit the Gift Card record page and Add the Doc Config id. Also, make sure to add the pack id to the PDF Butler Convert Component so that Send via email option is available after generating PDF.
    ![Gift Card pic5](https://pdfbutler.com/wp-content/uploads/2025/07/Gift-Card-pic5.png)